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Hi there,
In an opportunity table I have made a look up field that collects multiple delivery dates of a product into a single cell.
When a condition is changed in the Opportunity Table (to ‘opportunity won’ or ‘sale’) a record is created in the Deli...
I am trying to make a quote builder in an “opportunity table”
The way I do it is I mark a company/contact (in their respective tables) as “in progress” and a record gets created in another table (called Opportunities).
in there I link to a products t...
I’m designing a CRM using a series of Airtable Automations
when I change the status of a record in company table (or contact table) to “in progress” (a single select field) a new record in the Opportunity table gets created. This is working fine.
my ...
Thank you, @Justin_Barrett ! I’m very excited about airtable. But I’m new to this and a bit confused.
I did what you suggested, ran another trigger step and it was a success. But after hitting the “plus” sign again, it still only showed me fields fro...
